We will prepare a comprehensive review and analysis of your current insurance program. Analysis to include:
- Amount of Coverage
- Types of Coverage
- Cost and Benefit Projections
- Dividend Projections
- Policy Loans and Interest Charges
- Ownership and Beneficiary Designations
- Taxation of Premiums, Withdrawals, and Proceeds
Evaluate the adequacy, tax consequences, and cost-effectiveness of your current insurance program.
Design an insurance program that helps to meet your needs in the most cost- and tax-effective manner.